When you open your SmartServ application from the techs iPad, the first screen will appear like the below image.
STEP1:- Click on the button present at the extreme left corner.
STEP 2:- Select the desired ticket from the left side of the screen took over by clicking the button.
For example, we selected the ticket number #000402 with the customer name "Ross Solomon".
STEP 3:- When the selected ticket takes over the screen, click on the "Billing" button present at the extreme right corner of the screen.
STEP 4:- Click on the "Plus" symbol present at the extreme right corner and select the invoice/estimate you want to add in the respective ticket.
For example, we selected the invoice and you can add all the desired line items as per the requirement.
STEP 6:- Click on the "Service Agreement" button present below the Service Summary.
STEP 7:- Select the desired Service Agreement from the "Service Agreement Tier" option.
For example, we selected the "ONE YEAR SERVICE (FIXED - ANNUALLY)".
STEP 8:- Enter the "Start Date and End Date" after selecting the Service Agreement.
STEP 9:- After entering the dates, click on the "Proceed" button present below
STEP 10:- When you click on the "Proceed" button, the pop up will ask you to "Select Equipment".
Click on "Next" after adding the equipment.
STEP 11:- Click on "Done" on the screen you got after clicking the "Next".
STEP 12:- When you click on "Done" again the invoice page will take over the screen, Click on "Save" present at the extreme right corner of the screen.
You can add line items even after adding the service agreement to the invoice.
The total amount will appear on the invoice now under the ticket #000402.
Your Service Agreement has been added to the invoice for the respective ticket.
Please find the attached video for the same.